Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

Business owners
We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
Read more
Charities
We look after charitable funds for a wide range of organisations, and we recognise that every charity is different.
Read more
City professionals
We can offer expert advice to City professionals across a range of financial planning matters.
Read more
Professional partnerships
We will help you find financial clarity to fulfil your ambitions for now and into retirement.
Read more
Private clients
We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.
Read more
Lyndsay Wolfe
Wolfe Wealth and Financial Planning Ltd
St. James's Place logo
Copyright St. James's Place © 2026
Quick links
Get in touch
Connect
Copyright St. James's Place © 2026